Brainforge Knowledge

slack-announcement-playbook-memos

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Slack announcement: Playbook Memos folder (copy-paste for engineering)

New: Playbook Memos folder — client-facing memo templates

We’ve added a standards/02-writing/Memos/ folder so we have a standard place and structure for client-facing memos (findings, assessments, RCAs, metrics).

What’s in it

  • 4 templates (with “when to use” and section scaffolding):
    • Data Findings Memo — data accuracy/quality investigations: root causes, fixes, verified figures (e.g. Hedra ARR)
    • Technical Assessment Memo — tool/platform/architecture evaluations and recommendations (e.g. LMNT BI rec)
    • RCA Memo — something broke in production; what happened, why, and how we’re preventing recurrence
    • Metrics Definition Document — single source of truth for how a metric is defined and calculated
  • One example: Hedra ARR findings memo in Memos/examples/hedra-arr-findings-2026-02.md
  • README update: standards/02-writing/README.md now lists Memos and has a short “when to use which memo” table

How to use

  1. Before drafting a client memo, open standards/02-writing/README.md and check the “When to Use a Memo” table.
  2. Copy the right template from standards/02-writing/Memos/ (e.g. data-findings-memo-template.md), rename it, and fill in the sections. Follow the Style Guide (no em dashes, no emojis in client-facing, active voice).
  3. When the memo is done and approved, consider adding a redacted or anonymized version to Memos/examples/ so the next person has a reference.

Contributions we want

  • More examples: After your next data findings, assessment, or RCA, add an example to Memos/examples/ (client name + topic + date in the filename, e.g. lmnt-bi-assessment-2026-03.md). Redact if needed.
  • Template tweaks: If a template is missing a section you always need (or has one you never use), open a PR or drop a note in this thread.
  • New memo types: If you need a template for a doc type we don’t cover (e.g. runbook handoff, data dictionary), suggest it here or in a PR.

PR: https://github.com/brainforge-ai/brainforge-platform/pull/165
Templates live in: standards/02-writing/Memos/

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